See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,910 | $82,664-59.0% | $125,339-72.9% | $68,494-50.5% |
| Participation rate | 81.1% | 75.0%+6.1pp | 82.4%-1.2pp | 67.9%+13.2pp |
| Annual return | -17.32% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,820 | $3,381-16.6% | $4,814-41.4% | $2,596+8.6% |
| Participant deferral / active EE | $5,724 | $6,110-6.3% | $7,446-23.1% | $4,027+42.1% |
| Admin fee / account holder | $1,133 | $6,275-82.0% | $10,010-88.7% | $5,403-79.0% |